Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fortitude charges a portfolio management fee based on assets under management, with a maximum of 2.2% per year. Fees are negotiable. Clients may also incur reporting, administrative, and technology fees (up to 0.10% and 0.15% annually, respectively). Financial planning fees are charged as a flat dollar amount, a percentage of assets under advisement, or an hourly fee, based on complexity. AFM Investments may charge a financial planning fee based on the amount of assets contributed to an account.
Areas of Practice
Advisor Information
Office location
7195 Wagner Way, Suite 104, Gig Harbor, WA, 98335
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is a managing director at Leveraged Solutions, LLC and Wealth Innovations, LLC, where he provides investment advice, financial planning, and insurance recommendations, dedicating about 40-45% of his time to each. He also works as an insurance agent, spending about 10% of his time providing insurance recommendations and product placement.